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Showing 4701 - 4710 of 9284 results for "wealth"

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
... comes to managing their finances in retirement, with 59% seeing an adviser. Meanwhile, 14% said an adviser was their only wealth management source, while others cited their bank, solicitor, super fund and accountant being among the myriad of resources. ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... weakening in the power of established gatekeepers," the report said. The fastest-growing of these non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis ...

Intergenerational business succession failing: Report

KARREN VERGARA  |  FRIDAY, 29 SEP 2017
... don't prepare well enough for a sale that often lead to financial or personal consequences. The report warned of 'sudden wealth syndrome' whereby large increases in family wealth, usually accompanying the sale, can potentiality "wreak havoc on families ...

BigTech: The next frontier for high-net-worth investors

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
High-net-worth individuals could soon turn to Apple, Google, Amazon and Facebook for wealth management needs according to latest research from Capgemini. In its 2017 World Wealth Report the consulting firm found BigTech is casting a long shadow in wealth ...

Madison FG appoints governance head from ANZ

ALEX BURKE  |  FRIDAY, 29 SEP 2017
... governance and professional standards. Kirsten Lynn joins Madison from ANZ Private, where she was an associate private wealth adviser. Prior to that, she was a legal officer for merits review and decisions at the Office of the Australian Information ...

Head of distribution exits listed platform

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
The marketing and distribution lead at a major listed wealth management platform will depart after tendering his resignation. HUB24's Wes Gillett will leave the position he's held since May 2013, with West Australian regional manager Greg Newman taking ...

NZ Super Fund posts record returns

EMMA RAPAPORT  |  THURSDAY, 28 SEP 2017
New Zealand's sovereign wealth fund had one of its best years yet posting an annual return of more than 20%. For the 12 months to 30 June 2017, the New Zealand Superannuation Fund turned in a 20.71% (after expenses, before tax) return. This follows ...

Fees dominate super choice, RG97 falling short: ISA

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
... the report said. Linden said more than $500 billion is invested through platforms, which are typically owned by banks and wealth management groups and used by financial planners. "The new super rules are more likely to mislead consumers than help them," ...

CommInsure executive joins AMP

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
... of policies under the National Mutual Life retail portfolio. AMP chief executive Craig Meller said the earnings in the wealth protection business will be "much less volatile" following the implementation of the new reinsurance program as "we've effectively ...

FSC takes aim at complacency in super

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
... account balances. TTS uses "lifestyle retirement bands" (LRBs), which range from zero (null, $1000 in the account) to seven (wealth enhancement, over $1.6 million in the account). Adjusted based on this and a member's age, the "smarter default" option ...